Quotations and manual review
When a supplier replies to a quotation request, no one has to transcribe anything. The AI reads the email (and its attachments), extracts prices, lead times and terms, normalizes the units of measure and compares against the price history. Here we explain what happens with each response and what to do when it requires human intervention.
Quotation statuses
Status | Meaning |
|---|---|
Pending | Not yet sent to the supplier. |
Sent | The request went out by email; awaiting a response. |
Received | A response arrived; the AI is processing it. |
Incomplete | The supplier quoted only part of the items or data is missing. |
Complete | Response processed and validated, ready to compare. |
Awarded / Partially awarded | Won all the items (awarded) or only some (partially awarded). |
Rejected | The supplier declined to quote. |
Expired | The deadline passed without a response. |
Manual review | The AI couldn't process it with confidence; it requires human review. |
Manual review (escalations)
A quotation is escalated to Manual Review when one of these situations occurs: the response is ambiguous or comes in a format that's hard to process, the AI has low confidence in the extracted data, or the supplier asked a question instead of quoting.
Open the escalation and see the supplier's original email alongside what the AI interpreted.
Reply to the supplier: send a message answering their question. You can copy anyone in the company (for example, the requestor) so they join the email thread, receive the conversation and can reply directly to the supplier.
Approve so the quotation enters the comparison, or discard it.
Reassign the escalation to another user if it's not yours to handle.
The board shows statistics for total, pending and resolved escalations, with a filter by requestor.
Follow the conversation
All the email exchange with each supplier stays in the Inbox, where you can also reply directly, for example to ask for clarification before awarding.